Civic Intelligence

Phoenix Family Ventures Inc

EIN 33-1119431 • 501(c)3 • Kansas City, MO

Profile

To participate in the acquisition, development, management and operation of multifamily low-income housing communities through partnership investment, funding, support, and provision of management services.

3908 Washington StKansas City, MO 64111

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.09x

Higher debt load relative to assets than 45% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

84th percentile

0.96x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

22nd percentile

-8.0%

Higher net margin than 22% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

80th percentile

$234,710

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 32.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

48th percentile

3.4%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

21st percentile

-11%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$7,609,871

Up $250,563 (+3.4%) from 2024

Liabilities

Down

$701,050

Down $3,967 (-0.6%) from 2024

Net Assets

Up

$6,908,821

Up $254,530 (+3.8%) from 2024

Revenue

Down

$733,977

Down $88,082 (-11%) from 2024

Expenses

Down

$793,036

Down $230,032 (-22%) from 2024

Net Income

Up

-$59,059

Up $141,950 (+71%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2014: $4,906,936Liabilities 2014: $705,000Net Assets 2014: $4,201,9362014Assets 2015: $5,355,289Liabilities 2015: $700,000Net Assets 2015: $4,655,2892015Assets 2016: $6,403,566Liabilities 2016: $714,787Net Assets 2016: $5,688,7792016Assets 2017: $6,912,309Liabilities 2017: $700,000Net Assets 2017: $6,212,3092017Assets 2018: $7,120,325Liabilities 2018: $700,000Net Assets 2018: $6,420,3252018Assets 2019: $7,118,937Liabilities 2019: $700,000Net Assets 2019: $6,418,9372019Assets 2020: $7,204,328Liabilities 2020: $700,000Net Assets 2020: $6,504,3282020Assets 2021: $7,512,142Liabilities 2021: $710,957Net Assets 2021: $6,801,1852021Assets 2022: $7,212,783Liabilities 2022: $732,020Net Assets 2022: $6,480,7632022Assets 2023: $7,346,787Liabilities 2023: $720,017Net Assets 2023: $6,626,7702023Assets 2024: $7,359,308Liabilities 2024: $705,017Net Assets 2024: $6,654,2912024Assets 2025: $7,609,871Liabilities 2025: $701,050Net Assets 2025: $6,908,8212025

Highlighted filing

2025

Assets$7,609,871
Liabilities$701,050
Net Assets$6,908,821

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2014: $1,990,858Expenses 2014: $139,082Net Income 2014: $1,851,7762014Revenue 2015: $531,572Expenses 2015: $80,762Net Income 2015: $450,8102015Revenue 2016: $1,179,375Expenses 2016: $150,098Net Income 2016: $1,029,2772016Revenue 2017: $1,137,164Expenses 2017: $986,103Net Income 2017: $151,0612017Revenue 2018: $411,849Expenses 2018: $248,630Net Income 2018: $163,2192018Revenue 2019: $272,013Expenses 2019: $287,610Net Income 2019: -$15,5972019Revenue 2020: $373,082Expenses 2020: $306,361Net Income 2020: $66,7212020Revenue 2021: $390,535Expenses 2021: $291,264Net Income 2021: $99,2712021Revenue 2022: $628,697Expenses 2022: $558,705Net Income 2022: $69,9922022Revenue 2023: $549,967Expenses 2023: $490,334Net Income 2023: $59,6332023Revenue 2024: $822,059Expenses 2024: $1,023,068Net Income 2024: -$201,0092024Revenue 2025: $733,977Expenses 2025: $793,036Net Income 2025: -$59,0592025

Highlighted filing

2025

Revenue$733,977
Expenses$793,036
Net Income-$59,059

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 29, 2026
Return Version
2024v5.5
Gross Receipts
$997,166
Mission and Program Overview

Mission

To participate in the acquisition, development, management and operation of multifamily low-income housing communities through partnership investment, funding, support, and provision of management services and to support the phoenix family housing corporation.

To acquire, develop, manage, and operate multifamily low-income housing communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,660,594$4,062,639▲ $402,045
Other Notes and Loans Receivable, Net$2,923,995$2,977,184▲ $53,189
Land, Buildings, and Equipment, Net$439,382$415,135▼ $24,247
Savings and Temporary Cash Investments$314,826$101,270▼ $213,556
Cash and Non-Interest-Bearing Accounts$20,511$53,643▲ $33,132
Total Assets$7,359,308$7,609,871▲ $250,563
Liabilities
Mortgage Notes Payable Secured by Investment Property$700,000$700,000→ $0
Accounts Payable and Accrued Expenses$5,017$1,050▼ $3,967
Total Liabilities$705,017$701,050▼ $3,967
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,654,291$6,908,821▲ $254,530
Total Net Assets Fund Balance$6,654,291$6,908,821▲ $254,530
Total Liabilities and Net Assets / Fund Balance$7,359,308$7,609,871▲ $250,563

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$381,673$144,774$526,447
Leasehold Improvements$27,994$9,331$37,325
Equipment$5,468$13,553$19,021
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Rebecca HunkinsController (as of 6/10/2024)PT$58,496$58,496

Board Members and Trustees

NameTitle
Mark GarrettChairman
Kimber Myers GivnerPresident & CEO
Brynn MorrisDirector
Cameron GarrisonDirector
David McdanielDirector
Gina HarrisDirector
Lamonica MaddenDirector
Mackenzie ConwayDirector
Madeline RomiousDirector
Mark SeelyDirector
Matthew CondonDirector
Richard KahleDirector
Sarah OsborneDirector
Thomas VoliniDirector
Karen DanielDirector (thru 6/26/2025)
Erica DobreffSecretary
David HouchenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,185
Program Service Revenue
$497,847
Investment Income
$234,945
Other Revenue
$0
All Other Contributions
$1,185
Change in Net Assets
$-59,059
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$530,000
Other Expenses$263,036
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$530,000--$530,000
Other Expenses$189,611--$189,611
Fees for Services Accounting-$30,192-$30,192
Depreciation Depletion$12,123$12,124-$24,247
Occupancy$1,835$7,786-$9,621
All Other Expenses-$4,641-$4,641
Travel-$2,706-$2,706
Fees for Services Management-$2,018-$2,018
Total Functional Expenses$733,569$59,467$0$793,036
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phoenix Family Housing CorporationKansas City, MO501(c)3Low-income Housing Programs$530,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

Phoenix family ventures filed form 8940 to request reclassification as a 509(a)(3) type ii supporting organization during the year. To correlate with the change in structure, the articles of incorporation and bylaws were amended to name phoenix family housing corporation as the supported organization and to limit activities to one or more of the purposes set forth in irc section 509(a)(3)(a). The changes ensure that the organization operates under common supervision or control with its supported organization. The application was formally approved by the irs on october 9, 2025.

Form 990, Part VI, Section B, Line 11B

Form 990 is provided to the full board for review and approval prior to filing.

Form 990, Part VI, Section B, Line 12C

The organization has a written conflict of interest policy that all employees, officers, and board members are required to complete. Employees are provided the conflict of interest policy when they begin employment via the employee manual. Officers and board members annually complete the conflict of interest policy and are required to disclose any real or perceived conflicts of interest that arise throughout the year. If a board member is found to have a conflict of interest, they will abstain from voting on the issue.

Form 990, Part VI, Section B, Line 15

Compensation of the organization's officers is paid by phoenix family housing corporation, a related 501(c)(3) organization; therefore, this question has been answered "no" in accordance with the form instructions. A summary of phoenix family housing corporation's process for determining compensation is below. The president and ceo's compensation package, as well as that of the organization's other officers and key employees, is approved by the board of directors in conjunction with the annual budget approval based on the agency's financial position and comparability to other similar not-for-profit organizations.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, financial statements, and form 990 available upon request.

Filing and Contact Details

Filer

Filer Name
Phoenix Family Ventures Inc
EIN
33-1119431
Phone
8165614240
Address
3908 WASHINGTON ST, KANSAS CITY, MO 64111

Signing Officer

Name
Kimber Myers Givner
Title
President & CEO
Phone
8165614240
Signed
2026-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimber Myers Givner
Formed
2005
Legal Domicile
Mo
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
16

Preparer

Firm
Cbiz Advisors LLC
Address
700 WEST 47TH STREET SUITE 1100, KANSAS CITY, MO 64112
Preparer
Lisa Burke
Phone
8169455500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

(income) loss from partnerships held by disregarded entities 44.

FORM 990, PART XII, LINE 2C:

The finance committee assumes responsibility for oversight of the annual financial statement review and selection of an independent accountant. This process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

Ventures and family have been granted exemption from income taxes by the internal revenue service under the provisions of section 501(c)(3) of the internal revenue code and are considered public charities. The organizations assess uncertain tax positions on an annual basis. This assessment includes the assessment of private benefits to related parties and disqualified persons. Management believes that no excess private benefit has been conveyed through june 30, 2025. This determination has been made through an assessment of estimated revenue streams in relation to below market loans, including developer fees, support service fees, and initially projected principal and interest payment streams. There has not been any interest or penalties recognized either in the consolidating statement of activities and changes in net assets or consolidating statement of financial position related to uncertain tax positions. The organizations are no longer subject to income tax examinations by taxing authorities for years before 2022. Management has assessed the exposure of the organizations to any uncertain tax positions and has concluded that no material uncertain tax positions existed as of june 30, 2025.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16197381
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1754185
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR (THRU 6/26/2025)
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt17CONTROLLER (AS OF 6/10/2024)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0121811
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0530000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0530000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0530000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0385000
IRS990/GrossReceiptsAmt0997166
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentInJointVentureInd01
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03660594
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04062639
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt0439382
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0415135
IRS990/LandBldgEquipCostOrOtherBssAmt0582793
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0263189
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PARTICIPATE IN THE ACQUISITION, DEVELOPMENT, MANAGEMENT AND OPERATION OF MULTIFAMILY LOW-INCOME HOUSING COMMUNITIES THROUGH PARTNERSHIP INVESTMENT, FUNDING, SUPPORT, AND PROVISION OF MANAGEMENT SERVICES AND TO SUPPORT THE PHOENIX FAMILY HOUSING CORPORATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0700000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0700000
IRS990/NetAssetsOrFundBalancesBOYAmt06654291
IRS990/NetAssetsOrFundBalancesEOYAmt06908821
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0121811
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0121811
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0313545
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06654291
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06908821
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt07786
IRS990/OccupancyGrp/ProgramServicesAmt01835
IRS990/OccupancyGrp/TotalAmt09621
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt044
IRS990/OtherExpensesGrp/Desc0BAD DEBT, NET RECOVERY
IRS990/OtherExpensesGrp/ProgramServicesAmt0189611
IRS990/OtherExpensesGrp/TotalAmt0189611
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt02923995
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt02977184
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KIMBER MYERS GIVNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624200
IRS990/ProgramServiceRevenueGrp/BusinessCd1624200
IRS990/ProgramServiceRevenueGrp/BusinessCd2624200
IRS990/ProgramServiceRevenueGrp/Desc0HOUSING PROJECTS
IRS990/ProgramServiceRevenueGrp/Desc1HOUSING MANAGEMENT
IRS990/ProgramServiceRevenueGrp/Desc2HOUSING PARTNERSHIPS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0327399
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1170492
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2-44
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0327399
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1170492
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2-44
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0225
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0846432
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IRS990/PYOtherExpensesAmt0176636
IRS990/PYOtherRevenueAmt00
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IRS990/PYRevenuesLessExpensesAmt0-201009
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01023068
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0822059
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-59059
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0497847
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0314826
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0101270
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/IRSWrittenDeterminationInd0X
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0733569
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE PHOENIX FAMILY HOUSING CORPORATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0733569
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0381673
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0144774
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0526447
IRS990ScheduleD/EquipmentGrp/BookValueAmt05468
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013553
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019021
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt027994
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt09331
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt037325
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0VENTURES AND FAMILY HAVE BEEN GRANTED EXEMPTION FROM INCOME TAXES BY THE INTERNAL REVENUE SERVICE UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE CONSIDERED PUBLIC CHARITIES. THE ORGANIZATIONS ASSESS UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS. THIS ASSESSMENT INCLUDES THE ASSESSMENT OF PRIVATE BENEFITS TO RELATED PARTIES AND DISQUALIFIED PERSONS. MANAGEMENT BELIEVES THAT NO EXCESS PRIVATE BENEFIT HAS BEEN CONVEYED THROUGH JUNE 30, 2025. THIS DETERMINATION HAS BEEN MADE THROUGH AN ASSESSMENT OF ESTIMATED REVENUE STREAMS IN RELATION TO BELOW MARKET LOANS, INCLUDING DEVELOPER FEES, SUPPORT SERVICE FEES, AND INITIALLY PROJECTED PRINCIPAL AND INTEREST PAYMENT STREAMS. THERE HAS NOT BEEN ANY INTEREST OR PENALTIES RECOGNIZED EITHER IN THE CONSOLIDATING STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS OR CONSOLIDATING STATEMENT OF FINANCIAL POSITION RELATED TO UNCERTAIN TAX POSITIONS. THE ORGANIZATIONS ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2022. MANAGEMENT HAS ASSESSED THE EXPOSURE OF THE ORGANIZATIONS TO ANY UNCERTAIN TAX POSITIONS AND HAS CONCLUDED THAT NO MATERIAL UNCERTAIN TAX POSITIONS EXISTED AS OF JUNE 30, 2025.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0415135
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0530000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0LOW-INCOME HOUSING PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PHOENIX FAMILY HOUSING CORPORATION
IRS990ScheduleI/RecipientTable/RecipientEIN0680101133
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03908 WASHINGTON ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0KANSAS CITY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd064111
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS THE DIRECT CONTROLLING ENTITY OF THE SOLE GRANTEE, A RELATED NON-PROFIT ORGANIZATION (SEE SCHEDULE R) WITH COMMON BOARD MEMBERS AND OFFICERS. IN THAT CAPACITY, THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00

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